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RevOps Blog

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Revenue Operations
January 27, 2025

Managing the Sales to Customer Success Handoff

Fixing team handoffs isn’t sexy, but it’s critical. Discover 5 common sales to customer success handoff fails and how to fix them.

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Revenue Operations
January 21, 2025

How to Manage Cancellations and Downgrades in Your CRM

There isn’t one way to account for cancellations and downgrades in your CRM, but there are common traps. Here are some common considerations.

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Revenue Operations
January 13, 2025

Growing RevOps from a Team of 1 to 5

The day has finally come for you to post your first job description and hire someone! Here's what you need to know before making that first hire.

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Revenue Operations
January 6, 2025

How to Structure Parent-Child Account Relationships in Your CRM

Parent-child relationships in CRMs have serious limitations. Find out the right and wrong ways to report on your account hierarchies.

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Revenue Operations
December 15, 2024

Why and how to embrace the Marketing Qualified Account model

In B2B, we sell to accounts. Shouldn’t our go-to-market metrics, like qualified “leads,” reflect how we think about account acquisition and retention?

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Revenue Operations
November 11, 2024

Audience is Everything: How to Build B2B SaaS Reports For Every Level of Management

If I could ask revenue operators to change one behavior, it would be this: stop sending out reports fill requirements and get prescriptive.

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Revenue Operations
October 21, 2024

Buy or DIY an Analytics Solution?

Learn the signs that you’ve outgrown your CRM reports and you’re ready for a more robust reporting solution. Should you buy or DIY an analytics tool?

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Revenue Operations
October 7, 2024

Unconscious Bias Still Holds Women Back: Here’s How You Can Help

Technical women still experience unconscious bias and microaggressions in the workplace. Here are eight ways you can support women in your organization.

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Revenue Operations
September 23, 2024

The 5 RevOps Career Tracks: Finding Your Perfect Role

Wondering how your unique skills can help youIf you love data, process, and efficiency, the RevOps org chart has a role for you, no matter your personality.

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Revenue Operations
July 8, 2024

Do SaaS Territories Make Sense?

Today’s territory design in SaaS is too focused on equally dividing total opportunity and not focused enough on improving efficiency.

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Revenue Operations
June 24, 2024

A Case for Automation: GTM Document Management

Revenue operations is well-equipped to identify seller inefficiencies and any needs for customer-facing documentation. Here's how to automate it!

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Revenue Operations
June 17, 2024

Moving to a New Company With a Different CRM

The truth is that the most important CRM admin skills are transferrable across platforms. So why limit opportunities if the company has the "wrong" tech?

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